How subcontractors can archive and unarchive bids

As a subcontractor, you can archive and unarchive bids to keep your Bid Board organized and up to date.

To archive bids

In your Bid Board, click the drop-down arrow to the right of the bid and click "Archive". 



If you are within an opportunity or have double clicked to open it in your Bid Board, you can also archive the opportunity from the “Overview” page.

Click on the drop-down arrow in the top right-hand corner and click "Archive". 



Once a bid is archived, it will move to your “Archived” folder where you will still be able to view the bid’s overview, files, messages, bid forms, and internal tracking information.

Note:

• Bids in your “Undecided” folder will automatically move to your “Archived” folder when the due date is past due by two weeks and the opportunity was created at least two weeks ago.
• If any bids in your “Accepted” folder are two weeks past due, a banner will appear with the option to archive these opportunities. These do not get archived automatically. 
  
  

To unarchive bids

Navigate to your Bid Board then click on your “Archived” folder.



Click the drop-down arrow to the right of the opportunity you want to archive and click "Unarchive". 



Once a bid has been archived, the bid will move back to its original folder (“Undecided,” “Accepted,” “Submitted,” or "Won").

If you wish to change the status of the bid so it moves to a different folder, please reference the article, “How subcontractors can change the status of bids.”